See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,641 | $51,576-89.1% | $129,207-95.6% | $80,856-93.0% |
| Participation rate | 15.1% | 57.0%-41.9pp | 69.6%-54.5pp | 67.6%-52.5pp |
| Annual return | 8.38% | 20.81%-12.4pp | 9417.33%-9408.9pp | 35.59%-27.2pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $103 | $2,669-96.1% | $4,168-97.5% | $4,296-97.6% |
| Admin fee / account holder | $824 | $4,305-80.9% | $7,715-89.3% | $6,918-88.1% |